Selective Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Selective Wealth Management’s Portfolio JMSB Stock Details JMSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$912K	Buy	+41,103	New	+$871K	0.24%	46

Other funds holding JMSB

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Selective Wealth Management's JMSB Position: Q2 2026 in Review

Selective Wealth Management opened a new position in John Marshall Bancorp (JMSB) in Q2 2026: 41,103 shares worth $912K. The stake represents 0.24% of the portfolio and ranks #46 among its holdings.

10 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Selective Wealth Management held 41,103 shares of John Marshall Bancorp worth $912K as of Q2 2026.
John Marshall Bancorp was a new Selective Wealth Management position in Q2 2026.
John Marshall Bancorp made up 0.24% of Selective Wealth Management's portfolio in Q2 2026, its #46 holding.
10 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.